- Each individual contact in Archie should have a single person record
- Please check for potential duplicates before creating a person
Duplicate records and user accounts
Where a contact has two records, one with a user account and one without, the master record should be the one with a linked user account. Mark the record without a user account as a duplicate.
User accounts do not transfer from duplicate to master records when a duplicate is resolved. If the user's account login details are on the duplicate account, they will not be able to log in once the duplicate is resolved.
- Always choose the record with the Cochrane Account as the master record when marking duplicates. This may well be the contact's Membership Project account. All other contact information, roles and affiliations can be transferred from the duplicate to the master record.
To mark a record as a duplicate